NVIDIA Corporation $NVDA Holdings Increased by Red Door Wealth Management LLC

Red Door Wealth Management LLC grew its position in shares of NVIDIA Corporation (NASDAQ:NVDA) by 1.3% in the second quarter, Holdings Channel reports. The firm owned 264,377 shares of the computer hardware maker’s stock after purchasing an additional 3,390 shares during the period. NVIDIA comprises approximately 4.8% of Red Door Wealth Management LLC’s holdings, making the stock its 2nd biggest position. Red Door Wealth Management LLC’s holdings in NVIDIA were worth $52,899,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in NVDA. Lifetime Wealth Management P.C. purchased a new stake in shares of NVIDIA in the 4th quarter valued at about $26,000. Longview Financial Advisors Inc. purchased a new position in shares of NVIDIA during the first quarter worth about $27,000. Longfellow Investment Management Co. LLC increased its position in shares of NVIDIA by 47.9% in the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after purchasing an additional 67 shares during the last quarter. Phillip James Consulting Co. bought a new position in shares of NVIDIA in the first quarter worth approximately $40,000. Finally, Spurstone Advisory Services LLC purchased a new stake in NVIDIA in the second quarter valued at approximately $40,000. Institutional investors own 65.27% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have issued reports on NVDA. Craig Hallum lifted their target price on shares of NVIDIA from $245.00 to $275.00 and gave the company a “buy” rating in a research report on Thursday, May 21st. Barclays reissued an “overweight” rating on shares of NVIDIA in a report on Thursday, May 21st. KeyCorp reaffirmed an “overweight” rating and set a $330.00 price objective on shares of NVIDIA in a report on Monday. Susquehanna reiterated a “positive” rating and issued a $275.00 target price (up from $250.00) on shares of NVIDIA in a research report on Tuesday, May 12th. Finally, Jefferies Financial Group reissued a “buy” rating and issued a $300.00 target price (up from $275.00) on shares of NVIDIA in a research note on Thursday, May 21st. Three investment analysts have rated the stock with a Strong Buy rating, forty-nine have assigned a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, NVIDIA presently has an average rating of “Buy” and an average target price of $308.01.

Insider Activity

In other NVIDIA news, Director John Dabiri sold 625 shares of the business’s stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $214.00, for a total value of $133,750.00. Following the completion of the sale, the director directly owned 14,163 shares of the company’s stock, valued at $3,030,882. The trade was a 4.23% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Mark A. Stevens sold 885,000 shares of the company’s stock in a transaction dated Thursday, June 18th. The shares were sold at an average price of $210.17, for a total transaction of $186,000,450.00. Following the sale, the director owned 5,207,271 shares of the company’s stock, valued at approximately $1,094,412,146.07. The trade was a 14.53% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 1,901,125 shares of company stock valued at $410,583,015. Corporate insiders own 3.94% of the company’s stock.

Key Headlines Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA announced that its Groq 3 LPX inference accelerator is now in full production. The product reportedly achieved 3,400 output tokens per second in benchmarking, while Nebius plans to become its first AI-cloud adopter. This supports NVIDIA’s push beyond training into fast-growing agentic AI inference. NVIDIA Groq 3 LPX Now in Full Production
• Positive Sentiment: SpaceXAI said it will use NVIDIA’s Vera CPU for large-scale agentic AI and planned satellite deployments, providing another potential long-term customer and demonstrating demand for the Vera Rubin platform outside traditional data centers. SpaceXAI Adopts NVIDIA Vera CPU
• Positive Sentiment: Analysts including Rosenblatt, KeyBanc and Cantor Fitzgerald reaffirmed bullish ratings, with price targets ranging from $325 to $350. Consensus expectations call for roughly $92.2 billion in quarterly revenue, supported by strong AI data-center demand. NVIDIA Analyst Ratings
• Neutral Sentiment: NVIDIA is reportedly considering an investment in AI search startup Perplexity at a valuation above $30 billion. The deal could strengthen NVIDIA’s ecosystem, but it also adds to concerns about the company investing heavily in customers and AI partners. Nvidia Discusses Perplexity Investment
• Negative Sentiment: The broader market is rotating away from semiconductors amid higher yields, geopolitical concerns and uncertainty surrounding trade policy. NVIDIA’s earnings have beaten estimates for 14 straight quarters, but the stock has frequently declined after reports, raising the risk that strong results are already priced in.
• Negative Sentiment: Memory shortages and energy constraints are reportedly prompting AI-server price increases of more than 15%. While higher prices could lift revenue, investors worry about customer affordability, demand elasticity and margin pressure.
• Negative Sentiment: Taiwanese prosecutors indicted nine people, including individuals linked to NVIDIA and Super Micro, over alleged illegal AI-server exports to China. The investigation adds regulatory and China-exposure risk. Taiwan Indicts Nine Over AI Server Exports

NVIDIA Stock Down 2.9%

Shares of NASDAQ NVDA opened at $208.48 on Tuesday. The stock has a market capitalization of $5.05 trillion, a P/E ratio of 31.93, a PEG ratio of 0.42 and a beta of 2.23. NVIDIA Corporation has a one year low of $164.07 and a one year high of $236.54. The firm’s 50 day simple moving average is $207.39 and its two-hundred day simple moving average is $199.81. The company has a debt-to-equity ratio of 0.04, a current ratio of 3.44 and a quick ratio of 2.85.

NVIDIA announced that its Board of Directors has authorized a stock repurchase plan on Wednesday, May 20th that authorizes the company to buyback $80.00 billion in shares. This buyback authorization authorizes the computer hardware maker to purchase up to 1.5% of its stock through open market purchases. Stock buyback plans are often a sign that the company’s board of directors believes its stock is undervalued.

NVIDIA Company Profile

NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.

The company’s product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.